Financial Advisor in Rock Hill, MO

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Trusted and Experienced Financial Advisor in Rock Hill, MO.

Financial Advisor in Rock Hill, MO. You work hard for your money, and you want to feel secure about how it's it's being used for your future. Many Rock Hill, MO residents don't have the financial literacy to be sure they're making the best decisions with their money, while others merely don't have the time or don't enjoy staying up to date on market trends along with new laws and global events. That's when you need a trustworthy, experienced, and skilled financial advisor to be your advocate. A Correct Capital financial advisor in Rock Hill, MO will make your money work in a way that benefits you. We utilize in-depth research and analytics along with our decades of financial advising experience to implement bespoke financial plans for individuals, families, and businesses in Rock Hill, MO and beyond. Call us today at 314-930-401(k) or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are anxious about their finances. The cause of that concern is often just not being sure they're putting their money in the right places. Once our Rock Hill, MO financial advisor team gets to know you, your current financial situation and your financial goals, we'll build a road map to help you achieve them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically required to act in your best interest and we are not limited in the solutions we can suggest. Our financial advisors in Rock Hill, MO have certifications that can only be obtained through exhaustive testing and by meeting stringent education requirements.

Financial Advisor in Rock Hill, MO | Wealth Management Services | Financial Planner Near Rock Hill 

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What Does a Financial Advisor in Rock Hill, MO Do?

A financial advisor will examine your extant finances, determine ways to improve it, and help you meet your long-term financial goals. A lot of Rock Hill, MO residents often immediately think of investing when they consider wealth management services and financial advisors. While that is a crucial facet of any financial plan, an experienced financial advisor will be able to provide you with all-encompassing financial advice that takes into consideration the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Rock Hill, MO will implement in order to help you achieve your goals.

  • Financial Planning

    Our finances are involved in almost anything we do, from making sure we're set up in retirement, to higher and continuing education, real estate transactions, choosing insurance policies, and putting food on the table each night. The best financial advisors in Rock Hill, MO offer holistic services and personalized guidance by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in pretty much every financial transaction and transfer. According to the IRS's own data, over 70 percent of Americans overpay in taxes every year. The United States tax code is notoriously convoluted, nevertheless it allows for perfectly legitimate ways to decrease the amount of taxes you pay. A qualified and trustworthy Rock Hill, MO financial advisor will be able to maneuver your tax implications in any transaction in the interest of keeping more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the aggregation of your financial assets. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Rock Hill, MO will help allocate and diversify your assets in order to reduce risk and best position your money for growth.

  • Retirement Planning

    Depending on where you are in life and your desired lifestyle when you retire, your Rock Hill, MO financial advisor will help with tax implications, thinking about the right age to retire, when to take money out and how much to withdraw. A financial advisor will help you formulate a budget and plan for where your income will come from in retirement so you can spend your latter years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to Rock Hill, MO residents as well as Rock Hill, MO businesses and business owners. Having a 401(k) plan is a wonderful way to retain your best employees and keep them productive and happy. Our retirement consultants represent in excess of $230 million in plan assets and thousands of plan participants across the nation. Our Rock Hill, MO financial advisor team offers all-encompassing 401(k) planning for business owners as well as personal benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be confusing to know the best way to manage the savings you already accumulated in a previous Rock Hill, MO employer's 401(k) plan. You have a few options, including keeping the money in your current plan, moving it to a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's natural to want to leave a legacy and leave some money behind for the ones you love the most. Wealth transfers are different than simply leaving possessions behind in estate planning. A financial advisor in Rock Hill, MO can best allocate your funds for not only your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's vital to choose one who has accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Rock Hill, MO financial advisor at Correct Capital is bound by a "Code of Ethics and Standards of Conduct" to:

    1. Act with honesty, integrity, competence, and diligence.
    2. Act in the client's best interest.
    3. Exercise due care.
    4. Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
    5. Maintain confidentiality and protect the privacy of client information.
    6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

When you hire a Rock Hill, MO financial advisor at Correct Capital, we begin by getting to know you personally and your objectives. We will analyze your current income, assets, investments, debts, and expenses. Next we've accomplished that, we'll work with you to determine your preferred risk tolerance and how we can best help you accomplish your goals. As an independent advisory firm, our only commitment is to act in your best interest. There is no restrictions to the services, products, and investment opportunities our financial advisor team can offer you, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Rock Hill, MO | Wealth Management Services | Financial Planner Near Rock Hill

Call Correct Capital's Rock Hill, MO Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we understand that the relationship between a Rock Hill, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients meet their personal and financial objectives, whether that be sending your children to college or finally getting to purchase that dream car in your retirement years. Call our Rock Hill, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in growing your wealth the way you want to.

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